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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,101 | $183,627+10.1% | $155,602+29.9% | $145,978+38.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.34% | 61.32%-47.0pp | 64.81%-50.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $9,533 | $5,316+79.3% | $4,675+103.9% | $4,662+104.5% |
| Participant deferral / active EE | $5,083 | $6,466-21.4% | $5,629-9.7% | $6,690-24.0% |
| Admin fee / account holder | $10,909 | $19,327-43.6% | $15,923-31.5% | $13,400-18.6% |